Meridian Wealth Advisors is an independent Registered Investment Advisor with more than 100 years of combined experience in offering customized wealth advisory and planning services to high net worth families and individuals. We serve as a trusted advisor and essential partner to high net worth clients, coordinating investment management, tax planning and estate planning in an effort to cohesively deliver a comprehensive and customized wealth plan and an extraordinary client experience. As an independent firm, we are purposely driven to provide objective advice that is solely in the best interests of our clients. We serve in a fiduciary role and are compensated on a fee-only basis, all in an effort to mitigate any potential conflicts of interest. It’s precisely what high net worth deserves.
View Top Employees from Meridian Wealth AdvisorsWebsite | http://www.meridianadvisors.com |
Employees | 14 (14 on RocketReach) |
Founded | 2016 |
Address | 3600 North Capital of Texas Highway Building B, Suite 150, Austin, Texas 78746, US |
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Industry | Investment Management |
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Josh Galatzan is the Managing Partner and Founder of Meridian Wealth Advisors.
14 people are employed at Meridian Wealth Advisors.
Meridian Wealth Advisors is based in Austin, Texas.